Role & responsibilities
Role
Housing Loan / LAP / Mortgage Sales Executive / Relationship Manager
Key Responsibilities
- Generate leads for Home Loans, Housing Loans, LAP, Mortgage Loans, Property Loans and Secured Loans.
- Source recent customers through DSA, connectors, builders, brokers, referrals and direct market visits.
- Identify customer requirements and recommend suitable loan products.
- Handle the complete sales cycle from lead generation to loan disbursement.
- Collect and verify customer KYC, income, property and financial documents.
- Coordinate with credit, legal, technical and operations teams for smooth processing.
- Conduct customer meetings and property-related visits when required.
- Maintain regular follow-ups with customers and ensure timely conversion.
- Achieve assigned monthly/quarterly sales and disbursement targets.
- Build and maintain relationships with customers, builders, brokers and channel partners.
- Track loan applications and resolve documentation or processing issues.
- Ensure compliance with company policies, credit norms and regulatory requirements.
- Maintain MIS, sales reports and daily activity updates.
Preferred candidate profile
Graduation is mandatory
interested candidate share the profile on
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📌 Walk-in || Assistant Manager (Vijayawada)
🏢 Bajaj Finance
📍 Vijayawada